Andersonfisher LLC (Lake Oswego)

Name: Andersonfisher LLC
Address: 5335 Meadows Road, Lake Oswego, OR, 97035
Telephone: 503-905-3100

Andersonfisher LLC is a large advisory firm based in Lake Oswego. It manages $1.02 billion of regulatory assets for 689 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alaska, Arizona, California, and 4 other states.

Andersonfisher provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Andersonfisher: assets under management

The assets under management (AUM) of Andersonfisher LLC is $1.02 billion. The firm's AUM has grown by 2451% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $432.6 million in discretionary accounts and $587.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $674.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.25 million.

Investments

The firm invests in other assets the most. They account for 56% of the total AUM. The second-largest asset type is exchange traded securities, which make up 31% of the firm’s portfolio. Investments in investment grade corporate bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Andersonfisher LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Andersonfisher serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Andersonfisher is corporations or other businesses with 48 clients and $565.84 million of assets under management. Among the 11 most similar advisory firms, Andersonfisher has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $998.43 million for 689 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Andersonfisher doesn't advise any private funds.

Careers at Andersonfisher LLC

The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Ray Fisher	Principal/chief compliance officer	1 Sep 2004	50% - 75%	2832891
Dirk D Anderson	Principal managing member	1 Sep 2004	50% - 75%	2872175

Based in Lake Oswego

The principal office where Andersonfisher LLC performs its advisory services is located at 5335 Meadows Road, Lake Oswego, OR 97035, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-905-3100 or by fax 503-715-4940. The normal business hours are m-th 8 a.m. to 5 p.m. f: 8 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at andersonfisher.com/.